Anonymous
Post 08/03/2024 11:09     Subject: Re:Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
You can find a fiduciary advisor at NAPFA https://www.napfa.org/

About 20% are pretty good. The top 3% are worth 2-10X the fee. Find someone that specialized in retirement planning and tax planning.
Anonymous
Post 08/03/2024 11:03     Subject: Re:Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
Anonymous wrote:These guys are local. I listen to their podcast and really enjoy it, but have never hired or met with them

https://craftworkcapitalllc.com/


This is advertising, bad form.
Anonymous
Post 08/02/2024 23:20     Subject: Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
Not for everyone but I use Cassaday and Company in Tysons. They take a percentage but in my case they have more than paid for themselves.
Anonymous
Post 08/02/2024 21:03     Subject: Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
There may be some decent search engines for this now:

https://connect.xyplanningnetwork.com/find-an-advisor

https://directory.garrettplanningnetwork.com/search-member-profiles
Anonymous
Post 08/02/2024 19:32     Subject: Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
Do you want someone to help you allocate your portfolio or manage your investments?

Former can be once n done flat fee under$2k.
Anonymous
Post 08/02/2024 19:28     Subject: Re:Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
These guys are local. I listen to their podcast and really enjoy it, but have never hired or met with them

https://craftworkcapitalllc.com/
Anonymous
Post 08/02/2024 17:26     Subject: Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
Anonymous wrote:Title pretty much says it all.... I'm retiring this year, and am looking for any suggestions or referrals for someone in the DMV area who is an awesome financial/retirement advisor bound by fiduciary duty. Looking more for individuals versus companies, unless the company is extremely small and high quality. Am a high net worth individual, but not crazy high. Thanks in advance!


Why do you want to pay a 1 percent or so assets under management fee? (There can be good reasons for certain situations, but for most it is a too expensive way to go.)
Anonymous
Post 08/02/2024 17:08     Subject: Suggestions for Financial/Retirement Advisor with Fiduciary Responsibility?
Title pretty much says it all.... I'm retiring this year, and am looking for any suggestions or referrals for someone in the DMV area who is an awesome financial/retirement advisor bound by fiduciary duty. Looking more for individuals versus companies, unless the company is extremely small and high quality. Am a high net worth individual, but not crazy high. Thanks in advance!